Introducing Insights: Clearer finances, smarter decisions

Almost every business decision is about money. Can we hire this quarter? Did that product bet increase our revenue? Should we invest in a new marketing channel? And yet that financial clarity is almost impossible to come by.

And it's not just businesses — individuals trying to get a real handle on their personal finances face the same friction: scattered accounts, manual tracking, and no single source of truth.

Most founders and business owners still spend hours exporting CSVs, juggling spreadsheets, and stitching together disparate data from different tools just to answer basic questions about their financial health. Those processes are slow, introduce errors, and erode confidence in decision making. To make matters even more frustrating, by the time the numbers make sense, they’re often outdated.

This lack of financial clarity doesn’t just waste time, it also creates unnecessary risk. In today's fast moving world, one wrong decision can change everything. Getting a fast, clear, reliable read on your financial position can make the difference between a great decision and a costly one.

We built Insights to fix that. Mercury customers — whether you're running a company or managing your personal finances — now have a clear, real-time and interactive view of key financial metrics built right into their account.

Mercury Insights transforms financial data into an interactive dashboard that shows important metrics at a glance. It’s designed to help you move from “What’s happening?” to “What actions can I take?” in seconds.

With Insights, you’re able to:

• Track key financial indicators with an eye on your most important metrics so you can better understand how long your cash may last, without extra tools or messy spreadsheets
• Explore trends in context by filtering data and comparing by category, sender, recipient, or different time periods to get the information you need
• Get AI-powered insights and alerts that help surface noticeable and relevant changes in your cashflow
• Get instant answers to questions like “Why did my software spend spike this month?”

Here’s a more detailed view of Insights:

• Get a quick snapshot of your company’s financial health, including burn, runway, and key spend categories. When you adjust the filters, charts and tables update instantly.

• See money in and money out, using the tabs to drill down into inflows and outflows over time, so you can see which customers, vendors, or categories are driving change.

• Get AI-powered insights and alerts that are surfaced directly within the dashboard to highlight important trends. You can click into any of them to ask our chatbot more in-depth questions about the data behind it.

Insights is live for all Mercury Business and Personal customers . To explore your company’s financial story, log into your Mercury account and head to Insights on the left sidebar.